Resilient Economy. Rising Risks
On Views from 6,230, host Ryan Nauman interviews Rob Haworth, Senior Investment Strategy Director at U.S. Bank Wealth Management, on a constructive but disciplined 2026 outlook. Haworth cites strong S&P 500 investment and earnings expectations, reasonable valuations versus 10-year averages, and resilient consumer spending supported by a solid labor market. Key risks include hotter inflation driven by elevated energy costs, further Fed rate hikes, and potential spillover into consumer behavior, housing, and rate-sensitive sectors. They discuss how consumer sentiment can look weak even as…
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